Filed March 12, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,599 | $100,938-70.7% | $90,461-67.3% | $158,982-81.4% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 13.29% | 1727.20%-1713.9pp | 1294.76%-1281.5pp | 302.99%-289.7pp |
| Employer contribution / active EE | $10,294 | $3,691+178.9% | $3,264+215.4% | $4,763+116.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,491 | $6,510-0.3% | $5,617+15.6% | $11,252-42.3% |